Plan Consultant

Responsibilities

• Request data from client and follow up as needed.
• Prepare quarterly and/or annual administration including trust accounting and computer work.
• Respond to client inquiries and develop client relationships.
• Prepare 5500 and ERISA report and accompanying tax forms for each plan.
• Prepare and run the following tests: ADP, ACP, 410(b) and other tests as required.
• Monitor 415 and 402(g) limits.
• Check distributions: Terminations, hardship withdrawals, in-service withdrawals, 70.
• Check and monitor loan requests and prepare loan paperwork.
• Calculate annual employer profit sharing and year-end or true up matching contributions.
• Maintain proficiency in, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to policies, procedures, and internal controls, and meet all training requirements in a timely manner.

Qualifications

• Bachelor's degree in Business Administration or related field required.
• Good customer service, communication, and analytical skills.
• Must be highly organized with an attention to detail.
• Must have solid project management experience and the ability to multitask.
• Must be knowledgeable with computers and have the ability to work well with others.
• A minimum of 3 years related experience necessary, as well as experience in Pension Plan Administration and Retirement Industry knowledge.

Pay

$88,000.00

Schedule

Full Time Regular

Benefits

N/A

Skills

Not Specified

Company Overview

At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration. Just as our employees are committed to helping our customers manage their finances, we're committed to our employees. After all, they make it happen for our customers every day. To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities.